A talk with Andy MacLellan of Terra Green Destinations about building sustainable eco-friendly resorts around the world

You are invited to a Zoom webinar. This Wednesday, 11 ET, Gary Brode of Deep Knowledge Investing will interview hospitality industry leader Andy McLellan to discuss Terra Green Destinations and the creation of scalable, sustainable, luxury eco resorts across the globe. When: Jan 12, 2022 11:00 AM Eastern Time (US and Canada) Topic: Terra Stories: … Read more

The Depth Report – In Which We Tempt Fate by Disagreeing with Nassim Nicholas Taleb Regarding Bitcoin

Overview: Nassim Nicholas Taleb is one of our intellectual heroes.  His books, which include The Black Swan and Fooled by Randomness, constitute some of the best thinking and writing on risk in general, and financial risk in particular.  He’s been publicly negative on Bitcoin, and while that is a respectable point of view, we disagree … Read more

WSJ Outlining How Government and Universities Add to Student Debt Problems

DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Another fantastic piece in today’s WSJ talking about how government intervention has helped create an unsustainable debt burden for students and parents. They correctly place proper blame on universities as well. https://wsj.com/articles/college-university-student-debt-parent-grad-plus-loans-congress-school-borrowing-11638930489?mod=djemwhatsnews…

Deep Knowledge Investing Interviewed at Invested.dk Conference

We’d like to thank the team at Invested.dk for hosting us at their World’s Best Stock Traders investment conference. Link to the conference here:  https://www.invested.dk/bedsteaktier Link to the interview here:  https://www.youtube.com/watch?v=WIvyeFkMXSc In particular, we’d like to thank Christian Kongsted for a great interview, Erik Bork for organizing, and the highly-engaged audience who asked the right … Read more

WSJ – Some Professional Degrees Leave Students With High Debt but Without High Salaries

DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Great piece in today’s WSJ talking about the debt burden on some students, how that creates under-served communities, and eventually creates a burden on the taxpayer:  https://www.wsj.com/articles/some-professional-degrees-leave-students-with-high-debt-but-without-high-salaries-11638354602?mod=djem10point  

Yet again, universities overcharge students for low-value degrees

Great article in today’s WSJ highlighting USC’s tactic of heavily marketing a $115,000 online degree with low post-graduate salaries. 1) One reason we favor $COUR is they are driving costs down for students including online degree students. 2) Students should start to consider return on investment before entering a program. Cost, degree, school, and salary … Read more

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